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First Tr Exchng Traded Fd Vi Cboe Vest Buferd shares owned by Clear Point Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFT) shares owned by Clear Point Advisors from 13F filings

Historical chart of Clear Point Advisors investment in First Tr Exchng Traded Fd Vi Cboe Vest Buferd

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi Cboe Vest Buferd held by Clear Point Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi Cboe Vest Buferd by Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1k 100 21.35
2023-12-31 $2.1k 100 20.83

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Innovator Us Equity Power Buffer Etf Uie (PJUN)
Spdr S&p 500 Etf Uie (SPY)
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First Trust Enhanced Short Mtrty Etf Uie (FTSM)
Apple (AAPL)
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST)
Schwab Us Large Cap Etf Uie (SCHX)
Jpmorgan Active Bond Etf Iv Uie (JBND)
Graniteshares Gold Etf Uie (BAR)
First Trust Senior Loan Etf Uie (FTSL)

View all positions for Clear Point Advisors

Top funds holding First Tr Exchng Traded Fd Vi Cboe Vest Buferd

Centennial Wealth Advisory
Envestnet Asset Management
CWM
Cetera Investment Advisers
Synovus Financial Corp.
Advisor Group Holdings
Commonwealth Equity Services
Marshall Financial Group
Geneos Wealth Management
Lunt Capital Management
Assetmark
Susquehanna International
Aptus Capital Advisors
Cambridge Investment Research Advisors
Townsquare Capital

View all funds holding First Tr Exchng Traded Fd Vi Cboe Vest Buferd